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Understand the global market for data center compute equipment. This service features comprehensive coverage of data center compute equipment used by enterprises and cloud and telecom providers. Coverage includes data center servers and Ethernet network adapters by form factor (hyper-converged infrastructure, open compute) and market segment, as well as market shares for key vendors. It also details CPU architecture and adoption of coprocessors for accelerating artificial intelligence and machine learning.

This insight is intended to provide an early glimpse of the state of the (mostly enterprise) networking market and an outlook for the next quarter. COVID-19 has been the dominant topic for the last three months, profoundly impacting how we live our lives. When this crisis began to hit North America and Europe in mid-February, we were in the middle of updating our quarterly market share reporting for 4Q19 and CY19 and our forecasts through 2024 and had little idea of how COVID-19 might affect enterprise networking, if at all. Clients, please log in to view the full content.

Driven by a surge in demand from hyperscale cloud service providers, global server shipments surged by 27 percent during the final quarter of 2019 compared to the third quarter of 2019 and the final quarter of 2018. A total of 11.9 million servers shipped for the entire year of 2019, up from 11.4 million in 2018.

Quarterly live conference call and presentation hosted by the lead analyst for all subscribers to provide highlights from all products in this Intelligence Service, including forecasts, surveys, scorecards and insights.

This week, Arista announced that it has acquired software-defined networking (SDN) provider Big Switch Networks. This news was first reported by SDxCentral on January 22 but was not confirmed until Thursday, 13 February 2020, when Arista made the announcements as part of its earnings release. Arista described the acquisition as immaterial to its financials; it is rumored to be around $70M, compared to the $120M that had been raised by Big Switch. About half of the Big Switch team (75 people) will be joining Arista, including cofounder Kyle Forster and CEO Dough Murray for 6–12 months to aid in the transition. Clients, please log in to view the full content.

Inspur widened its lead in China’s server market in the third quarter of 2019 partly due to strong demand for servers with programmable co-processors, designed to handle demanding workloads like artificial intelligence (AI).

This week, VMware announced its intent to acquire network analytics company Nyansa, with an expected transaction close in the February to April 2020 timeframe. Financial details of the acquisition were not disclosed, but VMware does not expect it to have a material impact on its fiscal 2021 operating results. Nyansa has raised $27 million in funding and by our estimates has approximately $10 million in annual revenue. Most of Nyansa’s 40 employees will join VMware upon close of the acquisition. Clients, please log in to view the full content.

In June 2017, AMD reentered the data center market with a new CPU, EPYC, that topped the performance benchmark charts in a fresh challenge to Intel’s dominant position in the server CPU market. And although AMD’s 2017 performance records were short lived , a differentiated set of features, such as large memory capacity and I/O bandwidth, helped EPYC finds its niche in the DC. By December 2018, 5% of servers ran on AMD x86 CPUs, up from 1% in January 2017.Enterprises and hyperscale cloud service providers (CSPs) alike embraced EPYC, with Baidu, Amazon Web Services, Google, and Microsoft giving it a stamp of approval by deploying EPYC-based servers. Clients, please log in to view the full content.

IHS Markit has generated Consumer Profiles based on consumer surveys conducted in November 2018 and April 2019. The result of this are trends that cut across countries allowing device makers and media companies to tailor their strategies to these groups.

The 2018 Red Hat Summit was held in Boston, Massachusetts, from May 7 to 9, with approximately 8,500 people in attendance. The expo hall featured tech giants like Intel, Dell, and NetApp as well as start-up companies like RancherLabs. Red Hat customers in attendance included large enterprises like GE, Delta Airlines, Exxon Mobil, Deutsche Bank, and Volkswagen. IBM, Red Hat’s future owner, pending regulatory approvals, was present and highlighted its commitment to Red Hat’s open source product development process and community. Throughout the conference keynotes and industry analyst presentations, Red Hat executives reiterated a strategy to keep Red Hat independent and partner neutral. Clients, please log in to view the full content.